Stadium Capital Management LLC Portfolio Holdings

Stadium Capital Management LLC

  • $109 Billion
  • Q2 2025

Stadium Capital Management LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $109 Billion distributed in 7 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Builders First Source, Inc. with a value of $37.1B, Brunswick Corp with a value of $20.7B, Sleep Number Corp with a value of $17.7B, Grocery Outlet Holding Corp. with a value of $10.9B, and Lci Industries with a value of $8.75B.

Examining the 13F form we can see an decrease of $521M in the current position value, from $109B to 109B.

Stadium Capital Management LLC is based out at New Canaan, CT

Below you can find more details about Stadium Capital Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $109 Billion
Consumer Cyclical: $54.1 Billion
Industrials: $37.1 Billion
Consumer Defensive: $10.9 Billion
Technology: $6.6 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$21.5B
$37.1 Billion 34.12% of portfolio
317,592
Q2 2025 Added 39.61%
$12.3B
$6.99 Billion 6.43% of portfolio
35,319
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 7
  • Current Value $109 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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